Smart EMR Features

Patient Management

Comprehensive patient records with quick access to history, demographics, and clinical data.

✓Complete Patient Records — Demographics, contact information, date of birth with automatic age calculation
✓Medical History — Allergies, chronic conditions, surgical history, and family history fields
✓Patient Search — Search and filter patients by name, phone, or any field for quick lookup
✓Deck View with Quick Actions — Card-based patient list with tap-to-access visit history, appointments, and new visit creation
✓Visit History — Complete chronological record of all visits per patient, with clinical notes, diagnoses, and prescriptions
✓Payment History — Track all financial transactions per patient, including fees, payment status, and payment type

Visit Management

Detailed visit records with AI-generated clinical documentation and comprehensive data tracking.

✓60+ Data Columns per Visit — Extensive structured data including chief complaint, clinical notes, prescriptions, investigations, diagnosis, and more
✓AI-Generated Clinical Notes — Start a CDA session directly from any visit and receive structured, AI-powered clinical documentation
✓Auto-Extracted Prescriptions — Prescriptions automatically parsed from clinical notes, ready for printing
✓Auto-Extracted Investigations — Lab and imaging orders extracted from clinical notes into a separate printable field
✓Auto-Extracted Diagnosis — Diagnosis automatically identified and stored from the clinical note
✓Visit Categorization — Categorize visits by type (First Visit, Follow-up, Procedure, etc.) for reporting and filtering
✓Payment Status Tracking — Track payment status (Paid, Unpaid, Partial), payment type, and fees per visit
✓Photo & Document Attachments — Attach photos (X-rays, lab results) and documents to any visit record

CDA Integration

Seamless connection to the AI4Docs Clinical Documentation Assistant for AI-powered note generation.

✓Start CDA from Visit — One tap to launch a CDA session pre-linked to the current visit and patient
✓Voice-to-Note — Record the patient encounter in CDA; AI generates a structured clinical note from the conversation
✓Fetch Note Back to EMR — One tap to pull the completed AI-generated note, prescriptions, orders, and diagnosis back into the visit record
✓Reset Session — Reset the CDA session to start fresh if needed, without losing existing visit data
✓Seamless Data Flow — Google Sheets data flows to CDA for context, and AI-generated content flows back to populate visit fields automatically

See CDA Features for the complete documentation toolkit.

Print System (6 Types)

Professional HTML-based print pages with auto-print dialog, full letterhead support, and browser PDF save.

✓Medical Report (A4, Full Letterhead) — Formal medical reports with clinic header, logo, doctor info, and footer on every page
✓Referral Letter (A4, Full Letterhead) — Professional referral correspondence with complete clinic branding on every page
✓Prescription Full (A5, Full Letterhead) — Prescriptions with diagnosis, clinic header, and footer. A5 format for standard Rx printing.
✓Prescription Content-Only (A5) — Prescription text with configurable top margin for pre-printed Rx pads. No header or footer.
✓Orders Full (A5, Full Letterhead) — Lab and imaging orders with diagnosis, clinic header, and footer. A5 format.
✓Orders Content-Only (A5) — Orders text with configurable top margin for pre-printed order pads. No header or footer.

All print types include: Auto-print dialog on page load, header and footer on every printed page, signing block with page-break protection, and the option to save as PDF from the browser print dialog.

Appointment System

Full scheduling with calendar views, status tracking, and multi-clinic support.

✓Scheduling — Book appointments with date, time, duration, and assigned workplace
✓Calendar Views — Daily and weekly calendar views for at-a-glance scheduling
✓Status Tracking — Track appointment status (Scheduled, Confirmed, Completed, Cancelled, No-Show)
✓Multi-Clinic Support — Each appointment linked to a specific workplace for doctors working across multiple locations
✓Today's Queue — Dedicated view showing today's appointments for quick front-desk management
✓No Appointments Indicator — Clear visual indicator when no appointments are scheduled for a given period

Multi-Clinic Support

Manage multiple practice locations from a single app with shared patient records.

✓Multiple Locations — Add unlimited workplaces (clinics, centers, hospitals) to your practice
✓Workplace Types — Categorize each location as Clinic, Center, or Hospital
✓Per-Workplace Letterheads — Each workplace has its own name, address, and phone number displayed on printed documents
✓Shared Patient Records — Patients are shared across all clinics. A patient seen at Clinic A is visible at Clinic B with full history.
✓Report Filtering by Workplace — Financial reports can be filtered by specific workplace or workplace type for per-location revenue tracking

Role-Based Access (7 Roles)

Granular permissions for your entire clinical team. Each user can hold multiple roles via EnumList support.

✓Admin — Full system control. Manage users, settings, workplaces, price lists, and all clinical data. Clinic owner role.
✓Assistant / Doctor — Full clinical access including CDA integration, note generation, printing, and visit management
✓Secretary — Front desk operations: appointments, patient registration, data entry. Can delete appointments and edit patient info.
✓Accountant — Financial access only: visit fees, payment status, payment type, and financial reporting with CSV export
✓Nurse — Read-only clinical view with the ability to book appointments. Cannot edit clinical notes or prescriptions.
✓Pharmacist — Prescription access only. Can view and print prescriptions. Designed for oncology centers and in-house pharmacies.
✓Lab Tech — Lab and imaging orders only. Read-only access to orders for processing. Cannot view clinical notes or prescriptions.

Multi-Role Support: Each user row supports EnumList (checkbox selection), so a single team member can hold multiple roles simultaneously (e.g., Doctor + Admin).

Financial Reporting

Dynamic financial reports with flexible filtering, grouping, and export capabilities.

✓Dynamic Filtering — Filter reports by date range, category, payment status, patient type, payment type, workplace, and workplace type
✓GroupBy Options — Group results by Category, Visit Site, Workplace Type, Payment Status, Payment Type, or Patient Type
✓Total Revenue — Automatically calculated total revenue for the filtered result set
✓CSV Export — Download filtered report data as CSV directly to your device. Role-gated to Admin and Accountant.

Profile & Settings

Customize your EMR with doctor information, print preferences, and privacy controls.

✓Doctor Profile — Name, title, specialty, institution, and license number
✓Letterhead Text — Custom text displayed on printed document headers
✓Clinic Logo — Upload via CDA Settings for printed documents

✓Language Preferences — Note language and instructions language settings
✓Privacy Mode — Toggle on/off for GDPR/HIPAA compliance requirements
✓Print Preferences — Full letterhead or content-only mode, configurable top margins for Rx and Orders

Data Ownership & Privacy

Your data stays in your own Google account. Zero vendor lock-in by design.

✓Your Own Google Sheet — All patient and visit data lives in a Google Sheet in your own Google Drive. You own it completely.
✓Zero Vendor Lock-In — If you stop using Smart EMR, your data remains in your Google Sheet. Export, migrate, or continue using it however you like.
✓Service Account Access Only — AI4Docs backend reads your sheet only for print and AI features, via a service account you explicitly share with
✓No Permanent Patient Data on AI4Docs Servers — Patient data is processed in memory for print and AI, never stored. Large audio files (over 15 MB) are temporarily held in encrypted cloud storage and auto-deleted within 24 hours.
✓HIPAA BAA Signed — Google Cloud Business Associate Agreement signed at organization level, covering all infrastructure
✓Privacy Mode Toggle — Enable Privacy Mode in Settings for stricter data handling and role-based visibility controls

Setup (5 Steps)

Get started in minutes. No coding, no scripts, no technical knowledge required.

1Clone the App — Click the clone link in CDA Settings to copy Smart EMR into your own Google account
2Add Your Admin User — In the Users table, add a row with your email and Admin role, then delete the setup placeholder
3Configure Settings — Paste your API Key, enter your Doctor Email, and paste your Sheet ID (from the Google Sheets URL)
4Share Your Sheet — Share the Visits Google Sheet with the service account email (Editor access) for print and AI features
5Set Up Your Profile — Enter your name, title, and specialty in Smart EMR. Upload your clinic logo in CDA Settings. Add your workplaces.

See the Smart EMR Documentation for the full step-by-step setup guide.

Pricing

Smart EMR is included free with any paid CDA subscription. No separate purchase required.

✓Included Free — Smart EMR is bundled at no extra cost with any paid CDA plan (Starter $19/month and above)
✓No Per-User Fees — Add unlimited team members (Secretary, Nurse, Accountant, etc.) at no additional cost
✓Keep It Forever — If you cancel your CDA subscription, your Smart EMR clone and all data remain yours. Only AI-powered features (CDA notes, printing) require an active subscription.
✓Free Tier — CDA Free plan (40 notes/month) does not include Smart EMR. Subscribe to any paid plan to unlock it.

See full pricing details for CDA plan options.